Setting Up QuickBooks^TM Accounts

Once you have properly set up a connection between the software and QuickBooks, you must tell the software how to translate (or map) its internal accounts into your QuickBooks accounts.

Note: It is assumed that you have a set of accounts already set up in your QuickBooks system at this point. If you do not, go back to your QuickBooks software and set up your accounts according to your business rules and needs.

To create a mapping of the software's internal accounts to your QuickBooks accounts, open the QuickBooks Account Mapping window (if it is not open already). To open this window, click the Accounting menu and select the Accounting Interface option from the pull-down menu. The software will display the Accounting Link window.

Click the Account Cross References button to bring up the QuickBooks Account Mapping window.

The window will display a list of the software's internal accounts. You can then select a QuickBooks account into which you want the numbers from the internal account to go. In the example above, the software's internal account titled Wholesale & Dealer Transfer Vehicles is being mapped or translated to an existing QuickBooks account titled Wholesale Vehicles.

Once you have finished you account mappings, click the Save/Exit button to save and keep your changes. You may also click the Cancel/Exit button to close the window without saving your changes.

If you wish to change the QuickBooks database reference by the software, you can click the QuickBooks button to select a different QuickBooks database file.